Bots in Webex

Bots can help to extend the functionality in Webex to include a third-party app. You can add bots to Webex spaces and interact directly with the third-party app from the space. When you've added the bot to the space you can send a help message to the bot and the response includes the commands that the bot supports.

You can add a bot to any type of space. Add a bot to your project space with other people and interact directly with the third-party app in your space. Or you can create a space with just you and the bot to interact with the third-party app.

The Cisco Webex App Hub contains a catalog of bots and apps developed by Cisco and third-party developers.

Cards in Webex

Bots can present information within Webex in various ways. However, using cards makes it easier for users to interact directly with the bot’s response to a command. You can select from drop-down menus, use buttons, and even use text fields to update and gather information.

For more information on the cards framework, see https://developer.webex.com/blog/new-buttons-cards.

You can report any issues on the bot with cards to devsupport@webex.com

Add the Salesforce Bot

You can add the Salesforce bot to any Webex space or interact with it in a space.


Your Salesforce administrator must first authorize Webex to access your Salesforce instance before you can start linking your Salesforce account and use the bot to manage notifications or create opportunities.

1

Go to Spaces and choose a space to add the Salesforce bot.


 

You can also create a new space with just the Salesforce bot.
2

Go to People, click Add people , and enter the Salesforce bot name: SalesforceAlerts.bot@webex.bot.

3

Enter help and send the message.

4

Click Link Account and add your Salesforce account information.

When your Salesforce account is linked, in the space with the bot, enter help and send the message.

Manage Salesforce Bot Notifications

You can create new notifications or manage existing notifications for actions in Salesforce and you'll get notified in Webex.

1

In the space with the Salesforce bot, enter help and send the message.

2

Click Manage Notifications and select a notification type or edit an existing notification.


 

You can also enter @Salesforce Manage and send the message to manage notifications.

3

Enter a name for your notification, choose your authorization, configure the notification message, and then click Save.

Create a Salesforce Opportunity, Contact, or Task

1

In the space with the Salesforce bot, enter help and send the message.

2

Click Create.


 

You can also enter @Salesforce Create and send the message to create an object.